See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,855 | $85,766-85.0% | $136,294-90.6% | $70,131-81.7% |
| Participation rate | 51.7% | 74.2%-22.5pp | 81.9%-30.2pp | 69.5%-17.9pp |
| Annual return | 14.11% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $300 | $2,966-89.9% | $4,695-93.6% | $2,342-87.2% |
| Participant deferral / active EE | $2,232 | $5,051-55.8% | $6,247-64.3% | $3,332-33.0% |
| Admin fee / account holder | $1,346 | $5,420-75.2% | $9,243-85.4% | $4,645-71.0% |